10. Appointment Campaigns
Are Appointment Campaigns located within a Care Unit? Does that mean they are Care Unit-specific?
Yes to both.
How hard is appointment scheduling for students for Appointment Campaigns?
It's easy! The student is provided a link to schedule. They are able to select who they will meet with (based on who is offering advising within the campaign) and the range of dates and times that person is available. They are also able to include a personal note back to the advisor and can opt in for email reminders at the conclusion of scheduling.
What counts as an Eligible Appointment?
In order to be considered an Eligible Appointment and appear on the Eligible Appointments tab, the student must be part of the campaign and their appointment must be for the same reason and location the campaign was created with, and with a staff members associated with the campaign.
How can I move students from Appointments Not Yet Made List to Appointments Made? My student scheduled prior to the Campaign start date.
You should be able to associate that student’s appointment to your campaign using the Eligible Appointments tab on the Appointment Campaign page.
The Eligible Appointments tab lets you associate appointments that should be counted toward the Campaign, but were scheduled without using the Campaign link. To do this, navigate to the specific Appointment Campaign, and open the Eligible Appointments tab. Select the appointment you want to associate with the Campaign. Choose Associate Appointments from the Actions menu. The appointment is then associated with the campaign.
Note that appointments are only eligible if they have the exact same Location and Service as the Appointment Campaign. The student must also be on the campaign list.
What happens when a student cancels a campaign appointment?
When a student cancels a campaign appointment in advance, the Navigate platform moves this student from the Appointments Made tab to the Appointments Not Yet Made tab. The platform also removes the canceled appointment from the advisor’s calendar so it's available to another campaign student.
What happens if a student schedules an appointment in response to my campaign communication by a means other than the appointment link (e.g. via phone, individual email, or walk-in)?
If a student schedules an appointment outside of their custom campaign link, this appointment is not tracked as a campaign appointment by the appointment campaign functionality in Navigate. It MAY appear on the Eligible Appointments tab. An appointment made like this appears on the Eligible Appointments tab if the appointment contains the same location, service, advisors, and students selected when creating the campaign.
How can advisors add or remove students to a campaign? For example, if new students are added to an advisor’s list due to major changes or removed from a list due to graduation, what is the easiest way to update a campaign?
When you add students to a campaign that has already been sent, you should see an option to send to all or only send to newly added recipients before saving.